US · Energy · Oil & Gas E&P
EPS came in at 2.23 against a street estimate of 2.14 — a beat of 4.2%.
Analysts rate Texas Pacific Land Corporation a hold (1 buy, 0 hold, 1 sell out of 2) with an average price target of $443.00.
CONFIDENT TPL delivered record Q2 revenue ($246M, +31% YoY) and free cash flow ($156M, +20% YoY), driven by record oil/gas royalties and strong water royalties. Commissioning desalination facility; pursuing 25GW power/compute projects and $100M land acquisition in data center region. Q2 2026 TPL expanding beyond legacy Permian footprint into adjacent data center/power regions; Shackelford/Jones acquisition demonstrates confidence in broader West Texas compute opportunity. Analysts pressed suitability of land acquisitions outside legacy footprint and timing to revenue. Management confident: year-long diligence complete, Bolt partnership active, definitive deals imminent. Also probed water royalty sustainability and O&G production mix; management explained sequential gas-heavy shift temporary, normalized 40%+ oil mix expected. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Horizon Asset Management Inc/ny | 14.21% |
| BlackRock Inc | 7.68% |
| State Street Corp | 5.75% |
| Vanguard Capital Management, LLC | 5.52% |
| Vanguard Portfolio Management, LLC | 4.62% |
| Geode Capital Management, LLC | 2.39% |
| First Manhattan Co. LLC | 1.54% |
| SoftVest Advisors LLC | 1.54% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 TEXAS PACIFIC LAND CORPORATION (TPL) - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Company is Texas Pacific Land Corporation, incorporated in D | 2026-09-25 |
| Proxy statement · Q4 2026 TEXAS PACIFIC LAND CORPORATION — PROXY STATEMENT SUMMARY --- CEO COMPENSATION • Ty Glover (CEO) total 2025 compensation: $3,747,500 • Comprised of: | 2026-09-25 |
| Quarterly report · Q2 2026 TEXAS PACIFIC LAND CORPORATION - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $1,859.5 million (June 30, 2026) vs $1,623.3 million (Dec 31, | 2026-08-05 |
| Results announced · Q3 2026 TEXAS PACIFIC LAND CORPORATION Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Net Income: $153.9 million ($2.23 per share diluted); Q1 2026 was | 2026-08-05 |
| Reg FD disclosure · Q2 2026 TEXAS PACIFIC LAND CORPORATION – FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Company announced agreement on June 23, 2026 to provide land and w | 2026-06-23 |
| Reg FD disclosure · Q2 2026 TEXAS PACIFIC LAND CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics provided – This Form 8-K is a disclosure filing f | 2026-05-18 |
| Quarterly report · Q1 2026 TEXAS PACIFIC LAND CORPORATION – Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net income Q1 2026: $142.9 million (vs. $120.7 million Q1 2025; +18.4% | 2026-05-06 |
| Results announced · Q2 2026 TEXAS PACIFIC LAND CORPORATION Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income: $142.9 million ($2.07 per share diluted) for Q1 2026 • Total | 2026-05-06 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.60 / share ex-date Sep 1, 2026 · pay Sep 15, 2026 | 2026-09-01 |
| Dividend | $0.60 / share ex-date Jun 1, 2026 · pay Jun 15, 2026 | 2026-06-01 |
| Dividend | $0.60 / share ex-date Mar 2, 2026 · pay Mar 16, 2026 | 2026-03-02 |
| Split | 3 : 1 effective Dec 23, 2025 | 2025-12-23 |
| Dividend | $0.53 / share ex-date Dec 1, 2025 · pay Dec 15, 2025 | 2025-12-01 |
| Split | 3 : 1 effective Mar 27, 2024 | 2024-03-27 |
| Announcement | Date |
|---|---|
| Agreement to provide land and water solutions for large-scale power project Texas Pacific Land Corporation announced on June 23, 2026, that it has agreed to provide land and water solutions to Chevron U.S.A. Inc. for a large-scale power project in West Texas. This r | 2026-06-23 |
| Strategic agreement to develop data center campuses on company property Texas Pacific Land Corporation announced a strategic agreement with Bolt Data Energy, Inc. on December 17, 2025, to develop large-scale data center campuses on the company's owned property. | 2025-12-17 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Texas Pacific Land Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.